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EndNote Basics for Information Science Students: First Steps

Last Updated: Jan 12, 2021 4:17 PM

What is EndNote?

EndNote is a citation manager that enables you to:

  • Create a library of references. You can add references manually or retrieve them from a database or library catalog.
  • Store and organize your references.
  • Cite While You Write in Microsoft Word. This means that you can insert in-text citations and generate a formatted bibliography as you write your papers in Word.
  • Collaborate with co-authors to compile references and cite them.

Downloading the Software

EndNote X9 logo

The University Libraries currently offers EndNote version X9 for Windows and Macintosh. It is available for full-time faculty, staff, and students.

Go to UB's EndNote page to download links for the software and read installation instructions.

Getting Started

Creating a library

Open EndNote. Go to File and then click New. The default title is My EndNote Library, but you can rename it.

How many libraries should you create?

Although you can create as many EndNote libraries as you want, you can only sync and share one of them. It is best to use only one library if you want all your references available on all your computers, online, and on your iPad, then use groups to organize the library into categories.

Where to store your library/libraries

A good place to store your libraries is in your documents folder or somewhere else on your hard drive. Do not store your libraries to a network drive, on the cloud, or in cloud-syncing folders.  If you have a Mac, do not set your Mac to store your documents in iCloud.

Getting Help

The UB Libraries EndNote page provides a FAQ page.

Ask a Librarian for EndNote help.

Check UB EndNote Workshops page for additional sessions on specific or advanced topics.

EndNote Guide.

EndNote Support – Search their knowledge base to find answers to common questions.

Contact EndNote for Product and Technical Support at 1-800-336-4474.

Humanities Librarian

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Molly Poremski
423 Lockwood Library
(716) 645-7750

Nell Aronoff

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Nell Aronoff
Abbott Hall
3435 Main St.
Buffalo, NY 14214
Subjects: Medicine